Perform Law Return to Performlaw

We appreciate your interest in working with PerformLaw. Please tell us more about your needs and how you believe we can best help your firm. The majority of our services fall into the categories listed below. We have also included a general comments section at the bottom of the page if you are unsure of the specific services that would best address your needs. Please describe your requirements in that section.

We provide our services at intervals of 3 months, which are renewable if we are making progress, and the need exists. We do provide project services at other periodic intervals. Determined by the complexity and the scope of the requested services, our fees are fixed and spread over the agreed engagement period.

In limited instances, we will consider hourly assignments, but we find these to be the least cost-effective way to engage our services.

After submitting your scope of requested services, we will likely contact you to review your needs in more detail and create an interval and fee proposal based on your scope submission and any supplemental information provided by the firm. Please use the comments areas liberally and feel free to reach out to us directly should you need any additional support.

We look forward to hearing from you.

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PARTNER PERFORMANCE

  FREQUENCY  
PARTNER PERFORMANCE Code Monthly 3 Months 6 Months 12 Months Other Comments
Practice planning and coaching 1
Practice group/team performance analysis and improvement 1
Compensation analysis and market comparison 1
Compensation and bonus formula design/administration 1
Client profitability analysis and improvement (originator based) 1
Matter profitability analysis and improvement (originator based) 1
Marketing plan development and coaching (individual) 1
Marketing plan development and coaching (originator group) 1
Individual performance improvement 1
Succession and transition planning 1
New partner admittance, evaluation and criteria 1
Progression criteria, policies and systems 1
Remote staffing evaluation 1
Issue/conflict resolution 1
1
1
1
1
1

INCOME PARTNER/ASSOCIATE PERFORMANCE

  FREQUENCY  
INCOME PARTNER/ASSOCIATE PERFORMANCE Code Monthly 3 Months 6 Months 12 Months Other Comments
Practice plan development and follow up 2
Performance evaluation and coaching 2
Marketing plan development and coaching 2
Compensation analysis and market comparison 2
Compensation and bonus formula design and administration 2
Profitability analysis 2
Individual performance improvement 2
Progression criteria, policies and systems 2
Remote staffing evaluation 2
Issue/conflict resolution 2
2
2
2
2
2

PARALEGAL AND NON ATTORNEY PERFORMANCE

  FREQUENCY  
PARALEGAL AND NON ATTORNEY PERFORMANCE Code Monthly 3 Months 6 Months 12 Months Other Comments
Practice plan development and follow up 3
Performance evaluation and coaching 3
Marketing support planning 3
Salary administration advice and support 3
Profitability analysis 3
Individual performance improvement 3
Remote staffing evaluation 3
Issue/conflict resolution 3
3
3
3
3
3

DECISION SUPPORT

  FREQUENCY  
DECISION SUPPORT Code Monthly 3 Months 6 Months 12 Months Other Comments
Lateral vetting and implementation support 4
Merger and acquisition analysis and support 4
General management advisory services 4
Administrative systems (software and procedures) analysis 4
Project management services 4
4
4
4
4
4

OPERATIONAL SUPPORT

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  FREQUENCY  
OPERATIONAL SUPPORT Code Monthly 3 Months 6 Months 12 Months Other Comments
General business advice/support 5
Vendor supported IT administration 5
Major vendor relationship management 5
HR support (policy development and advice) 5
Administrative staff mentoring and job training 5
3rd party HR solution advice (insurance, payroll, 401 K) 5
5
5
5
5
5

FINANCIAL MANAGEMENT SERVICES

  FREQUENCY  
FINANCIAL MANAGEMENT SERVICES Code Monthly 3 Months 6 Months 12 Months Other Comments
Cost structure analysis 6
Revenue capture analysis 6
Planning and budgeting 6
Enhanced performance reporting (Business Intelligence) 6
Client profitability calculations and support 6
Major purchase planning (capital budgeting) 6
Capital and debt analysis 6
Client pricing and AFA (alternative fee analysis and support) 6
CFO services 6
Payroll processing through a payroll processing service 6
Cash management 6
Accounts payable processing 6
Accounting and financial software advanced implementation 6
Banking support 6
6
6
6
6
6

MARKETING SUPPORT

  FREQUENCY  
MARKETING SUPPORT Code Monthly 3 Months 6 Months 12 Months Other Comments
Plan and process development 7
Staff development 7
Marketing training - lawyer level 7
On-going content marketing advice and support 7
Client engagement advice and training 7
Case management metrics for client marketing 7
Rate setting analysis and advice 7
Client RFP support 7
Market research 7
Message development and business case development 7
Key support vendor relationship management 7
Project Management (Web-developers, content, SEO, Digital) 7
Referral source outreach 7
Budget development and funding policies 7
ROI and marketing effectiveness (analytics and tracking) 7
7
7
7
7
7

STRATEGIC PLAN DEVELOPMENT

  FREQUENCY  
STRATEGIC PLAN DEVELOPMENT Code Monthly 3 Months 6 Months 12 Months Other Comments
Marketing Plan 8
Attorney Development 8
Recruiting and Lateral Strategy 8
Compensation and Incentives 8
Policy Development 8
Worklife Timelines and Capacity Planning 8
Transition (buyout) Compensation 8
Partnership/Operating Agreement Revisions 8
Technology 8
Financial Plan 8
Process Management 8
Implementation Support 8
Retreat 8
8
8
8
8
8

SUCCESSION/TRANSITION PLANNING SERVICES

  FREQUENCY  
SUCCESSION/TRANSITION PLANNING SERVICES Code Monthly 3 Months 6 Months 12 Months Other Comments
Work life timeline planning 9
Plan development - timing and staffing 9
Client transition planning 9
Plan development - compensation 9
Operating agreement amendments 9
External solution analysis and support 9
Compensation and buyout structuring/advice 9
Post retirement capital structure advice 9
9
9
9
9
9

MAJOR CHANGE AND PRESSING PRIORITY

  FREQUENCY  
MAJOR CHANGE AND PRESSING PRIORITY Code Monthly 3 Months 6 Months 12 Months Other Comments
Turnaround plan development and implementation 10
Strategy development to encourage key personnel to stay engaged 10
Major task prioritization 10
Cost restructuring and implementation 10
Partner compensation restructuring and advice 10
Partner and staff communication 10
Capital and debt analysis and advice 10
Banking interface and debt restructuring 10
Interim administrative and financial management support 10
10
10
10
10
10

NEW FIRM START UP

  FREQUENCY  
NEW FIRM START UP Code Monthly 3 Months 6 Months 12 Months Other Comments
Plan development 11
Bank financing support 11
Logistical and operational support 11
Operating agreement advice 11
Accounting system advice and implementation 11
Contract negotiation 11
Office space procurement (normally in conjunction with a broker) 11
Major purchase support and vendor management 11
Compensation plans and implementation 11
IT project vendor management 11
Project management support 11
11
11
11
11
11

FIRM AND POLICY DEVELOPMENT

  FREQUENCY  
FIRM AND POLICY DEVELOPMENT Code Monthly 3 Months 6 Months 12 Months Other Comments
Firm advisory services 12
Leadership and management advice 12
Meeting attendance (Executive/Management/Partnership/ Ad Hoc) 12
Competitive analysis and research 12
New practice area evaluation and feasibility 12
Lateral hire vetting and analysis 12
Branch office analysis and implementation 12
Major policy development (admission criteria, origination sharing etc.) 12
Managing partner advice and support 12
Retreat planning and facilitation 12
12
12
12
12
12

ADVANCED PROFITABILITY AND COMPETITIVE METRICS

  FREQUENCY  
ADVANCED PROFITABILITY AND COMPETITIVE METRICS Code Monthly 3 Months 6 Months 12 Months Other Comments
Client profitability analysis 13
Matter profitability analysis 13
Optimal staffing mix evaluation 13
Case management metrics (data capture, calculation and reporting) 13
Pricing models (Hourly, fixed, blended other) 13
Custom profitability metrics 13
Cost per hour analysis and improvement 13
13
13
13
13
13

RECRUITING AND HIRING STRATEGY

  FREQUENCY  
RECRUITING AND HIRING STRATEGY Code Monthly 3 Months 6 Months 12 Months Other Comments
Criteria development 14
Resource planning (number/experience/timing/cost) 14
Diversity goals 14
Ideal candidate profiles 14
Recruiting incentives 14
Turnover analysis and mitigation 14
Starting compensation advice 14
14
14
14
14
14

COMPETITIVE ANALYSIS

  FREQUENCY  
COMPETITIVE ANALYSIS Code Monthly 3 Months 6 Months 12 Months Other Comments
Work-life timelines and competitive demographic analysis 15
Capacity analysis 15
Performance per hour analysis 15
Client profitability analysis (often a phase two analysis) 15
Achievable profit margins analysis 15
Market-based compensation comparison 15
Historical performance analysis 15
Marketing process and cost effectiveness 15
Cash flow debt, and equity 15
15
15
15
15
15

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